WH Group Ltd

The global appetite for pork will grow with populations and incomes. But WH Group, the world's biggest pork company, faces a new threat...

Investment thesis

The global appetite for pork will grow with populations and incomes. But WH Group, the world's biggest pork company, faces a new threat—the rise of plant-based meat substitutes. They will navigate this shifting market, though. The shares have attractive 7% dividend and 23% buyback yields. I rate them a Buy as they offer a 119% upside an…